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Disclosery

Transform Wealth, LLC: SCHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transform Wealth, LLC on SCHI, newest first. How the timeline and the estimate are built.

Transform Wealth, LLC held 33,420 SCHI shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 33,420 shares
    Change vs previous 13F -27,423 shares

    0.05% of the 13F portfolio, value $750,607.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 60,843 shares
    Change vs previous 13F +29,142 shares

    0.07% of the 13F portfolio, value $1,342,814.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 31,701 shares
    Change vs previous 13F -1,429 shares

    0.1% of the 13F portfolio, value $1,463,312.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 33,130 shares
    Change vs previous 13F +2,305 shares

    0.11% of the 13F portfolio, value $1,461,041.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 30,825 shares
    Change vs previous 13F +1,342 shares

    0.13% of the 13F portfolio, value $1,371,413.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F/A 29,483 shares
    Change vs previous 13F +3,947 shares

    0.13% of the 13F portfolio, value $1,324,972.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 25,536 shares
    Change vs previous 13F +166 shares

    0.11% of the 13F portfolio, value $1,077,621.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 25,370 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,117,550.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).